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Nonprofiteer
← BURLESON ST JOSEPH MANOR

Form 990 for tax year 2023

Filed by BURLESON ST JOSEPH MANOR.

Totals

Total revenue
$4,652,387
Total expenses
$6,485,650
Contributions and grants received
$25,987
Grants paid
$0
Program service revenue
$1,731,711
Investment income
$2,519,961
Other revenue
$374,728
Total assets, end of year
$2,234,465
Total liabilities, end of year
$7,261,291
Net assets or fund balances, end of year
-$5,026,826
Program services expenses (Part IX)
$5,663,688
Management and general expenses
$821,962
Fundraising expenses
$0
Program service expenses (Part III)
$5,663,688

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T DOUGLAS LAWSON PHD

    CEO CHI TEXAS DIV. / EX-OFFICIO TRUSTEE

    Total calculated
    $3,615,147
    From this org
    $0
    From related orgs
    $3,396,538
    Other
    $218,609
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,254,480 related
    Bonus
    $0 + $1,981,456 related
    Other
    $0 + $160,602 related
    Deferred
    $0 + $196,283 related
    Nontaxable benefits
    $0 + $22,326 related
    Filer's total
    $0 + $3,615,147 related

  • JAMES WHITE MD

    BOARD MEMBER (PARTIAL YEAR)

    Total calculated
    $986,453
    From this org
    $0
    From related orgs
    $930,717
    Other
    $55,736
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $928,785 related
    Bonus
    $0
    Other
    $0 + $1,932 related
    Deferred
    $0 + $18,381 related
    Nontaxable benefits
    $0 + $37,355 related
    Filer's total
    $0 + $986,453 related

  • KIM SHAW

    MARKET PRESIDENT/CEO

    Total calculated
    $897,767
    From this org
    $0
    From related orgs
    $862,606
    Other
    $35,161
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,101 related
    Bonus
    $0 + $321,816 related
    Other
    $0 + $90,689 related
    Deferred
    $0 + $11,240 related
    Nontaxable benefits
    $0 + $23,921 related
    Filer's total
    $0 + $897,767 related

  • MICHAEL STEINES MD

    BOARD MEMBER

    Total calculated
    $634,007
    From this org
    $0
    From related orgs
    $586,733
    Other
    $47,274
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $583,121 related
    Bonus
    $0
    Other
    $0 + $3,612 related
    Deferred
    $0 + $19,209 related
    Nontaxable benefits
    $0 + $28,065 related
    Filer's total
    $0 + $634,007 related

  • RICARDO DIAZ

    FORMER COO

    Total calculated
    $517,307
    From this org
    $0
    From related orgs
    $495,255
    Other
    $22,052
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,760 related
    Bonus
    $0 + $86,081 related
    Other
    $0 + $267,414 related
    Deferred
    $0 + $10,387 related
    Nontaxable benefits
    $0 + $11,665 related
    Filer's total
    $0 + $517,307 related

  • KEVIN WALTERS

    MARKET VP FINANCE

    Total calculated
    $399,939
    From this org
    $0
    From related orgs
    $347,269
    Other
    $52,670
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,576 related
    Bonus
    $0 + $70,029 related
    Other
    $0 + $3,664 related
    Deferred
    $0 + $15,082 related
    Nontaxable benefits
    $0 + $37,588 related
    Filer's total
    $0 + $399,939 related

  • LAURA SURVANT

    FORMER VP OF FINANCE

    Total calculated
    $253,268
    From this org
    $0
    From related orgs
    $229,651
    Other
    $23,617
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,732 related
    Bonus
    $0 + $28,760 related
    Other
    $0 + $1,159 related
    Deferred
    $0 + $13,025 related
    Nontaxable benefits
    $0 + $10,592 related
    Filer's total
    $0 + $253,268 related

  • FLORENCIA LACANDOLA

    FORMER HCE

    Total calculated
    $233,271
    From this org
    $0
    From related orgs
    $216,979
    Other
    $16,292
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,256 related
    Bonus
    $0
    Other
    $0 + $2,723 related
    Deferred
    $0 + $6,095 related
    Nontaxable benefits
    $0 + $10,197 related
    Filer's total
    $0 + $233,271 related

  • TAMMY SIMMONS

    DIRECTOR-NURSING

    Total calculated
    $187,880
    From this org
    $64,803
    From related orgs
    $81,186
    Other
    $41,891
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $45,311 + $76,910 related
    Bonus
    $19,360 + $1,200 related
    Other
    $132 + $3,076 related
    Deferred
    $8,701
    Nontaxable benefits
    $25,702 + $7,488 related
    Filer's total
    $99,206 + $88,674 related

  • BRENDA KOCMAN

    CLINICAL PHARMACIST

    Total calculated
    $183,113
    From this org
    $12,935
    From related orgs
    $142,581
    Other
    $27,597
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $12,935 + $140,377 related
    Bonus
    $0 + $800 related
    Other
    $0 + $1,404 related
    Deferred
    $0 + $9,218 related
    Nontaxable benefits
    $424 + $17,955 related
    Filer's total
    $13,359 + $169,754 related

  • KIA PARSI MD

    FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE

    Total calculated
    $170,587
    From this org
    $0
    From related orgs
    $161,292
    Other
    $9,295
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,092 related
    Bonus
    $0
    Other
    $0 + $1,200 related
    Deferred
    $0 + $7,625 related
    Nontaxable benefits
    $0 + $1,670 related
    Filer's total
    $0 + $170,587 related

  • WENDA BLACKMAN

    FORMER HCE

    Total calculated
    $154,074
    From this org
    $0
    From related orgs
    $110,933
    Other
    $43,141
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $102,921 related
    Bonus
    $0 + $800 related
    Other
    $0 + $7,212 related
    Deferred
    $0 + $7,175 related
    Nontaxable benefits
    $0 + $35,966 related
    Filer's total
    $0 + $154,074 related

  • RON BLASIG

    DIRECTOR LONG TERM CARE

    Total calculated
    $150,644
    From this org
    $125,976
    From related orgs
    $0
    Other
    $24,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,060
    Bonus
    $16,420
    Other
    $496
    Deferred
    $6,977
    Nontaxable benefits
    $17,691
    Filer's total
    $150,644

  • APRIL OWENS

    RN II

    Total calculated
    $130,154
    From this org
    $1,835
    From related orgs
    $103,014
    Other
    $25,305
    Hours/week
    5 + 35 related

  • CHRISTOPHER JOHNSON

    DIRECTOR LONG TERM CARE

    Total calculated
    $117,250
    From this org
    $3,685
    From related orgs
    $101,802
    Other
    $11,763
    Hours/week
    5 + 35 related

  • ANTONIO ARREOLA-RISA PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • FRANK ASHLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • KAREN BOONE RN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • BRYAN COLE PHD

    BOARD MEMBER (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • CHARLES ELLISON

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • CAROLINE MCDONALD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • MARCIA ORY PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JOHN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • SR NANCY SURMA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • ROBERT UPCHURCH

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JAMIE SOUTH

    CHIEF OF MEDICAL STAFF

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • MICHAEL O'QUINN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY ST. LUKE'S HEALTH SYSTEM CORPORATION, A RELATED ORGANIZATION. ST. LUKE'S HEALTH SYSTEM CORPORATION USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): RICARDO DIAZ, $267,112.44.
PART I, LINE 4B:
DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2023 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: T. DOUGLAS LAWSON $146,007. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II.
PART II
BURLESON ST JOSEPH MANOR FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349303210

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